🚨Note: Users with the apply_discounts permission can view, add, and remove Discounts on the Account, Patient, or Invoice screen. Please note that users without this permission have view-only access to any applied Discounts.
Discounts can be applied directly to the invoice using the Add/Change Discount button at the bottom of the Invoice screen:
Please Note: Only one Invoice Level Discount can be added at this time.
The below image explains how the price and subtotal columns are being calculated and displayed. To view a larger version of the image simply right click and select:
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The PRICE column displays the unit price pre-tax and pre-discount and is equal to the invoice SUBTOTAL.
Taxes are calculated post-discount. Both taxes and discounts are calculated at the line item level under SUBTOTAL, and then totaled for the final invoice amount under INVOICE TOTAL.
📓 Please Note: Discounts cannot be added, changed, or removed from closed invoices. If you need a past invoice edited, please contact us at [email protected].
🖨 Invoice PDF: Discounts
Any applicable Discount information is also included on the Invoice PDF:
